Business Advisory

Services

Ready to work with us? Get started on our New Clients page.

Our skills. Your Accounting

Accounting on your terms for your business.

We’re laser-focused on your business’s accounting needs, but that’s only because Small business accounting needs go farther than recording bank account activity. Yet, that’s exactly what so many accounting professionals do for their clients. Here, we understand small business accounting goes beyond recording transactions and making sure they’re coded correctly. We’ve spent twenty years (!) working with small businesses and helping them design, update, utilize, and understand financial systems.

We’ve taken the time, education, and training and packaged it all into Advisory Services that make sure you’re in the driver’s seat, and not taking a back seat to the numbers that make up your business. Whether you’re looking for a bit of education, hybrid services, or the works, we have solutions for you. And, if you’re not quite seeing what you’re looking for, you can always send us and email with your questions so we can create the package that works for you.

Our skills. Your Accounting

Accounting on your terms for your business.

We’re laser-focused on your business’s accounting needs, but that’s only because Small business accounting needs go farther than recording bank account activity. Yet, that’s exactly what so many accounting professionals do for their clients. Here, we understand small business accounting goes beyond recording transactions and making sure they’re coded correctly. We’ve spent twenty years (!) working with small businesses and helping them design, update, utilize, and understand financial systems.

We’ve taken the time, education, and training and packaged it all into Advisory Services that make sure you’re in the driver’s seat, and not taking a back seat to the numbers that make up your business. Whether you’re looking for a bit of education, hybrid services, or the works, we have solutions for you. And, if you’re not quite seeing what you’re looking for, you can always send us and email with your questions so we can create the package that works for you.

your business first

Why choose us

Your business comes first in everything we do. From software selection and support to training, guidance, and doing the day to day work for you, we focus on your business before anything else. Your accounting is your business’s story put into the language of numbers. 

Language for you and your business

We leave the accounting jargon behind as much as possible and teach you the jargon you need to know.

Solutions customized to your business

Your business is unique. Your accounting systems should be, too.

No more DIY

Looking to hand off your accounting? We have solutions for you.

your business, your accounting

Committed to Your Business

You started your business out of a passion for what you do. With it, came the burdens of a business: organization, record keeping, and activity tracking. Whether you’re just starting out or you’ve been around for a while now, our programs are designed for the creative entreprenuer’s needs.

Scheduling

Introductions - You and Crayon Advisory

Ready to introduce yourself and your business to Crayon Advisory? We're ready to meet you! Select a time from the options below, settle in with a coffee or a quick espresso from the virtual barista, and get ready for some answers. We'll build a roadmap to solve your accounting and tax problems together.

Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.

Scheduling

Introductions - You and Crayon Advisory

Ready to introduce yourself and your business to Crayon Advisory? We're ready to meet you! Select a time from the options below, settle in with a coffee or a quick espresso from the virtual barista, and get ready for some answers. We'll build a roadmap to solve your accounting and tax problems together.

Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.